Last edit: 27/06/2025

A user with the role “HR User” or “HR Superuser” creates a new reference for the desired employee. The HR employee is automatically assigned as the “HR manager” for the reference. Prerequisite: The employee for whom a reference is being created already exists in the system and their master data/employment details are correct and up to date. The following settings can be made on the reference:
- Select reference type
- Adjust location
- Adjust reference date
- Set persons for signatures
- Check introductory text and optionally adjust using free text
Assign reference to the supervisor of the relevant employee. As soon as a reference is assigned to another user, they are set as the “Processor.”
The supervisor is notified by email that a reference has been assigned to them. The supervisor then performs the following tasks:
- Optional: Check the employee's master data in the introduction
- Select the employee's tasks from the list
- Enter the assessment
- Select words of thanks and best wishes for the future
- Optional: Generate a PDF to show the draft reference to the employee
- Return the reference to the responsible HR person
The HR person responsible for the relevant reference is then notified by email that the reference has been returned and takes the following steps:
- Check the data entered by the supervisor
- If necessary, activate manual editing to put the finishing touches to the reference
- Finalize the reference and download it as a PDF or Word file

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